2024-07-16T07:14:52-05:00 2023-12-31 010494526 BAKER NEWMAN & NOYES 133 FEDERAL STREET SUITE 902 BOSTON MA 02110 990PF 2023-01-01 436483092 Brickman-Gross Family Foundation c/o Baker Newman Noyes BRIC 8162922000 PO Box 507 Portland ME 04112 L Gayle Gross Co-Trustee 8162922000 2024-07-07 1 L Gayle Gross XXX-XX-XXXX 1 Courtney Francis P02032546 6175563900 2024-07-07 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1122529 X 611727 458 458 17669 17669 4885 757114 612136 634739 630263 0 0 0 3350 1675 1675 957 757 0 4307 2432 1675 335540 335540 339847 2432 337215 294892 627831 70977 133679 133679 630908 988850 988850 701885 1122529 1122529 0 0 X 911859 1037611 0 0 -209974 84918 701885 1122529 701885 1122529 701885 294892 127252 1124029 1500 1122529 Publicly Traded Securities 136383 140502 -4119 -4119 Publicly Traded Securities 620731 4476 616255 616255 612136 8727 0 8727 0 8727 4722 0 5100 0 9822 0 1095 1095 0 0 0 0 0 0 0 0 0 0 0 1 1 MO 0 0 0 0 0 1 N/A Ballentine Partners LLC 7813141300 PO Box 1860 Wolfeboro NH 03894 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 L Gayle Gross 3 Hollycroft Lane Linwood NJ 08221 Co-Trustee 1.00 0 0 0 Howard J Gross 3 Hollycroft Lane Linwood NJ 08221 Co-Trustee 1.00 0 0 0 NONE 0 NONE 0 0 699224 146389 0 845613 0 0 845613 12684 832929 41646 41646 8727 8727 32919 0 32919 0 32919 337215 0 337215 32919 0 0 65753 256007 190812 264425 199518 976515 337215 0 0 32857 32919 271439 0 0 1280811 0 0 0 0 0 611727 0 669084 165270 199518 304296 L Gayle Gross Howard J Gross X A Meaningful Purpose 5075 Spruce Ave Egg Harbor Township NJ 08234 N/A PC General Operating Support 5800 Academy for the Integrated Arts 7910 Troost Avenue Kansas City MO 64131 N/A PC General Operating Support 5000 African Wildlife Foundation 1100 New Jersey Avenue SE 900 Washington DC 20003 N/A PC General Operating Support 2500 Alvin Ailey Dance Foundation 405 W 55th Street New York NY 10019 N/A PC General Operating Support 1000 American Indian College Fund 8333 Greenwood Blvd Denver CO 80221 N/A PC General Operating Support 1000 Arbor Day Foundation 211 N 12th Street Lincoln NE 68508 N/A PC General Operating Support 500 Atlantic City Rescue Mission 2009 Bacharach Blvd Atlantic City NJ 08401 N/A PC General Operating Support 1000 Birthright Israel Foundation 711 3rd Avenue 10th Floor New York NY 10017 N/A PC General Operating Support 500 Board of Jewish Education of Atlantic County 501 N Jerome Avenue Margate City NJ 10018 N/A PC General Operating Support 2500 Clean Water Fund 1444 Eye Street NW No 400 Washington DC 20005 N/A PC General Operating Support 2000 Community Food Bank of New Jersey Inc 31 Evans Terminal Hillside NJ 07205 N/A PC General Operating Support 5000 Congregation Beth Israel 2501 Shore Road Northfield NJ 08225 N/A PC General Operating Support 11360 Covenant House 461 8th Avenue New York NY 10001 N/A PC General Operating Support 1000 Defenders of Wildlife 1130 17th Street NW Washington DC 20036 N/A PC General Operating Support 2500 Dian Fossey Gorilla Fund 800 Cherokee Avenue SE Atlanta GA 30315 N/A PC General Operating Support 2000 Feeding America 161 North Clark Street No 700 Chicago IL 60601 N/A PC General Operating Support 500 Friends of Jean Webster 1501 W Brigatine Avenue Brigantine NJ 08203 N/A PC General Operating Support 2000 Harold Grinspoon Foundation 67 Hunt Street Suite 100 Agawam MA 01001 N/A SO I General Operating Support 1500 Humane Society of Atlantic County 1401 Absecon Blvd Atlantic City NJ 08401 N/A PC General Operating SUpport 2000 Jane Goodall Institute 1120 20th Street NW Washington DC 20036 N/A PC General Operating Support 2500 Jewish Family Service of Atlantic County 607 Jerome Avenue Margate City NJ 08402 N/A PC General Operating Support 13480 Jewish Federation of Atlantic and Cape May Counties 501 N Jerome Avenue Margate City NJ 08402 N/A PC General Operating Support 7000 Jewish Federation of Southern New Jersey 1301 Springdale Road Cherry Hill NJ 08003 N/A PC Katz Jewish Community Center 3600 Jewish Federations of North America 25 Broadway Suite 1700 New York NY 10004 N/A PC General Operating Support 5000 Jewish National Fund 42 E 69th Street New York NY 10021 N/A PC General Operating Support 1000 Jewish Older Adult Services of Atlantic County 1102 Atlantic Avenue Atlantic City NJ 08401 N/A PC General Operating Support 1500 Marine Mammal Stranding Center 3625 Atlantic Brigantine Blvd Brigantine NJ 08203 N/A PC General Operating Support 1000 Mazon Inc A Jewish Response to Hunger 10850 Wilshire Blvd Suite 400 Los Angeles CA 90024 N/A PC General Operating Support 1000 National Audubon Society 225 Varick Street 7th Floor New York NY 10014 N/A PC General Operating Support 1000 New Jersey Audubon Society 9 Hardscrabble Road Bernardsville NJ 79240 N/A PC General Operating Support 1500 Paws for Purple Hearts 10201 Old Redwood Hwy Penngrove CA 94951 N/A PC General Operating Support 1000 PEF Israel Endowment Funds Inc 630 3rd Avenue 15th Floor New York NY 10017 N/A PC General Operating Support 5000 PRIME Coalition Inc 625 Massachusetts Avenue Cambridge MA 02139 N/A PC General Operating Support 100000 Sierra Club Foundation 2101 Webster Street Suite 1250 Oakland CA 94612 N/A PC General Operating Support 1500 Special Olympics 1133 19th Street NW Washington DC 20036 N/A PC General Operating Support 1500 Stockton University Foundation 101 Vera King Farris Drive Galloway NJ 08205 N/A PC General Operating Support 124300 The Nature Conservancy Inc 4245 North Fairfax Drive Arlington VA 22203 N/A PC Nature Conservancy of NJ 2500 The Paideia School 1509 Ponce D L Avenue NE Atlanta GA 30307 N/A PC General Operating Support 8000 The Seeing Eye 1 Seeing Eye Way Morristown NJ 07960 N/A PC General Operating Support 500 US Olympic & Paralympic Foundation 1 Olympic Plaza Colorado Springs CO 80909 N/A PC General Operating Support 500 Wilderness Awareness School 26425 NE Allen Street Duvall WA 98019 N/A PC General Operating Support 2000 Wilderness Society 1801 Pennsylvania Avenue NW Washington DC 20006 N/A PC General Operating Support 500 335540 0 14 458 14 17669 18 4885 0 23012 0 23012 0 0 0 0 0 0 0 0 0 0 X X 1 Howard J Gross 3 Hollycroft Lane Linwood NJ 08221 611727 X 1 1,865 shares of SAIA, Inc. 611727 2023-12-20 Tax Preparation Fees 3350 1675 1675 In accordance with 53.4942-(a)-3(c)(2), I, L. Gayle Gross, duly appointed trustee of the Brickman-Gross Family Foundation, in my capacity as such, do hereby elect to treat $611,727 as a distribution out of corpus on the 2023 tax return, allowing the contributor's donation of such funds to qualify under 170(b)(1)(F)(ii).During the 2023 calendar year, the Foundation made qualifying distributions out of corpus equal in value to 100% of the value of the contribution received, $611,727. All distributions were made to organized charities that are not controlled directly or indirectly by the Foundation or another private foundation. Furthermore, in compliance with 170(b)(1)(F)(ii), the Foundation distributed the annual required amount of minimum investment return under 4942, $32,857, and 100% of the contributions, $611,727, received in the current tax year. The Brickman-Gross Family Foundation is registered as a charitable organization in the State of Missouri. Missouri does not require a copy of the Foundation's return to be sent to the AG's office. 1739 shs IEMG 87958 87958 2585 shs IEFA 181855 181855 410 shs VNQI 17462 17462 341 shs VNQ 30131 30131 2536 shs VTI 601590 601590 2210.499 shs GLIFX 33776 33776 1589.332 shs PGINX 36078 36078 Timing Differences 1500 Unrealized Gain on Securities 127252 Foreign Taxes 757 757 0 Excise Taxes 200 0 0